Baird Financial Group
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Baird Financial Group’s Mercantile Bank Corp MBWM Stock Holding History

Baird Financial Group’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$882K Sell
17,475
-181
-1% -$9.3K ﹤0.01% 1298
2025
Q4 		$849K Buy
17,656
+101
+0.6% +$4.66K ﹤0.01% 1301
2025
Q3 		$790K Sell
17,555
-190
-1% -$9.03K ﹤0.01% 1335
2025
Q2 		$824K Hold
17,745
– – ﹤0.01% 1264
2025
Q1 		$771K Sell
17,745
-120
-0.7% -$5.57K ﹤0.01% 1265
2024
Q4 		$795K Hold
17,865
– – ﹤0.01% 1245
2024
Q3 		$781K Sell
17,865
-3,000
-14% -$133K ﹤0.01% 1247
2024
Q2 		$846K Hold
20,865
– – ﹤0.01% 1226
2024
Q1 		$803K Buy
20,865
+100
+0.5% +$3.81K ﹤0.01% 1224
2023
Q4 		$838K Sell
20,765
-177
-0.8% -$6.2K ﹤0.01% 1188
2023
Q3 		$647K Sell
20,942
-10
-0% -$327 ﹤0.01% 1243
2023
Q2 		$579K Buy
20,952
+3,150
+18% +$87.3K ﹤0.01% 1287
2023
Q1 		$544K Buy
17,802
+91
+0.5% +$3.05K ﹤0.01% 1294
2022
Q4 		$593K Buy
17,711
+36
+0.2% +$1.21K ﹤0.01% 1227
2022
Q3 		$525K Hold
17,675
– – ﹤0.01% 1270
2022
Q2 		$565K Hold
17,675
– – ﹤0.01% 1297
2022
Q1 		$626K Hold
17,675
– – ﹤0.01% 1329
2021
Q4 		$619K Hold
17,675
– – ﹤0.01% 1389
2021
Q3 		$566K Sell
17,675
-40
-0.2% -$1.24K ﹤0.01% 1418
2021
Q2 		$535K Hold
17,715
– – ﹤0.01% 1383
2021
Q1 		$575K Hold
17,715
– – ﹤0.01% 1322
2020
Q4 		$481K Hold
17,715
– – ﹤0.01% 1234
2020
Q3 		$319K Hold
17,715
– – ﹤0.01% 1284
2020
Q2 		$400K Hold
17,715
– – ﹤0.01% 1207
2020
Q1 		$375K Sell
17,715
-6,594
-27% -$199K ﹤0.01% 1141
2019
Q4 		$887K Hold
24,309
– – ﹤0.01% 995
2019
Q3 		$797K Sell
24,309
-1,000
-4% -$32.2K ﹤0.01% 1032
2019
Q2 		$825K Sell
25,309
-1
-0% -$33 ﹤0.01% 1053
2019
Q1 		$828K Sell
25,310
-1
-0% -$33 ﹤0.01% 912
2018
Q4 		$715K Buy
25,311
+1,002
+4% +$31.1K ﹤0.01% 892
2018
Q3 		$799K Buy
+24,309
New +$867K 0.01% 911

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Baird Financial Group's MBWM Position: Q1 2026 in Review

Baird Financial Group reduced its Mercantile Bank Corp (MBWM) stake by 1% in Q1 2026, selling an estimated $9.3K and leaving 17,475 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Baird Financial Group first reported a position in MBWM in Q3 2018 and has held it in 31 quarters since. The position peaked at $887K in Q4 2019. 200 funds tracked by Wall St. Rank hold MBWM as of Q1 2026.

  • Baird Financial Group held 17,475 shares of Mercantile Bank Corp worth $882K as of Q1 2026.
  • Baird Financial Group sold 181 Mercantile Bank Corp shares in Q1 2026, an estimated $9.3K.
  • Mercantile Bank Corp made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1298 holding.
  • Baird Financial Group first reported a position in Mercantile Bank Corp in Q3 2018 and has held it in 31 quarters since.
  • Baird Financial Group's Mercantile Bank Corp position peaked at $887K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.